A.H.N Letter

for Your Industry News

Vol. 121
์ €์ž
์†Œ์†
์•ˆ์ค€ํ˜ธ ๐Ÿ“ง

๋‘์‚ฐ์—๋„ˆ๋นŒ๋ฆฌํ‹ฐ

๊ณต๊ฐœ

July 8, 2023




PART 1. ๋ฐ์ดํ„ฐ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ

Chatbot Arena Leaderboard Updates (Week 4)


๊ธฐ์‚ฌ๋งํฌ


๊ทธ์•ผ๋ง๋กœ ์ธ๊ณต์ง€๋Šฅ ์ฑ—๋ด‡์˜ ์ถ˜์ถ”์ „๊ตญ์‹œ๋Œ€์ž…๋‹ˆ๋‹ค.

๋งํฌ๋ฅผ ํƒ€๊ณ  ๋“ค์–ด๊ฐ€๋ฉด ์ƒ์„ฑํ˜• AI ๊ธฐ๋ฐ˜ ์ฑ—๋ด‡์˜ ์ˆœ์œ„(์ •์„ฑํ‰๊ฐ€)๊ฐ€ ๋‚˜์˜ต๋‹ˆ๋‹ค.

์ •์„ฑํ‰๊ฐ€๋ผ ํ•จ์€ ํŠน์ • ์ง€ํ‘œ๋ฅผ ๊ฐ€์ง€๊ณ  ์ˆœ์œ„๋ฅผ ๋งค๊ธด ๊ฒƒ์ด ์•„๋‹ˆ๋ผ 4๋งŒ๋ช…์„ ๋Œ€์ƒ์œผ๋กœ ์ข‹๋‹ค๊ณ  ํ•˜๋Š” ๋ชจ๋ธ์„ ๋ฝ‘์€ ๊ฒƒ์ด๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค.

1์œ„๋Š” ์—ญ์‹œ OpenAI์˜ GPT-4์ž…๋‹ˆ๋‹ค. 2,3์œ„๊ฐ€ ๊ตฌ๊ธ€์ด ์ง€๋ถ„ํˆฌ์ž ํ•œ Anthropic์˜ Claude-v1๊ฐ€ ์ฐจ์ง€ํ–ˆ์Šต๋‹ˆ๋‹ค.

์ด๋ฅผ ์ด์–ด 4์œ„๊ฐ€ OpenAI์˜ GPT-3.5์˜ ์ˆœ์„œ๋กœ ์ด์–ด์ง‘๋‹ˆ๋‹ค.

Meta๋„ ๊ฒจ์šฐ ๋งˆ์ง€๋ง‰ 17์œ„๋ฅผ ์ฐจ์ง€ํ–ˆ์Šต๋‹ˆ๋‹ค.

์กฐ๋งŒ๊ฐ„ ์ƒ์šฉํ™” ๋  ์˜ˆ์ •์ด๋ผ๋Š” LMSYS์˜ Vicuna๊ฐ€ 5,7์œ„๋ฅผ ์ฐจ์ง€ํ•œ ์ ์ด ๋ˆˆ์— ๋„๋„ค์š”.



Mark Zuckerbergโ€™s Twitter rival passed 30 million sign-ups overnight โ€” hereโ€™s how to use Metaโ€™s Threads app and whatโ€™s missing


๊ธฐ์‚ฌ๋งํฌ


๋‹ค ์ฃฝ์–ด๊ฐ€๋˜ Meta๊ฐ€ ๋‹ค์‹œ ์‚ด์•„๋‚˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ด๋ฒˆ ์ฃผ ์ตœ๋Œ€ ๋‰ด์Šค๋Š” ์•„๋งˆ๋„ Threads ์ผ ๊ฒƒ์ž…๋‹ˆ๋‹ค.

์ƒ์„ธ ๋‰ด์Šค๋Š” ์ธํ„ฐ๋„ท์— ๋„๋ฐฐ๊ฐ€ ๋œ ์ƒํ™ฉ์ด๋‹ˆ ๋‹ค๋“ค ์ž˜ ์•„์‹คํ„ฐ์ด๊ณ , ์ฒซ ๋‚ ์—๋งŒ ๊ฐ€์ž…์ž 3000๋งŒ๋ช…์„ ๋‹ฌ์„ฑํ•˜๋Š” ๊ธฐ์—ผ์„ ํ† ํ•˜๋ฉด์„œ Twitter๋ฅผ ์œ„ํ˜‘ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์œ ๋Ÿฝ๊ณผ ์ค‘๊ตญ์ด ๋น ์ง„ ์ƒํƒœ์—์„œ ์ด๋ค„๋‚ธ ์„ฑ๊ณผ์ด๋‹ˆ ์ด์ •๋„๋ฉด ์‚ฌ์‹ค์ƒ ์Šน๋ฆฌ๋ผํ•ด๋„ ๋ฌด๋ฐฉํ•  ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค.

Twitter์˜ ์›”๊ฐ„ ํ™œ์„ฑ์‚ฌ์šฉ์ž ์ˆ˜๊ฐ€ 2์–ต๋ช…์„ ๋„˜์—ˆ์œผ๋‹ˆ, ์šฐ์„  ์ด๊ฒŒ ๋ชฉํ‘œ๊ฐ€ ๋  ๋“ฏํ•ฉ๋‹ˆ๋‹ค.

์—ฌํŠผ ๊ฐ„๋งŒ์— ์ƒˆ๋กœ์šด SNS์˜ ๋“ฑ์žฅ๊ณผ ๋จธ์Šคํฌ์™€ ์ €์ปค๋ฒ„๊ทธ์˜ ๋Œ€๊ฒฐ๊นŒ์ง€ ํฅ๋ฏธ๋กญ๊ฒŒ ์ง„ํ–‰๋˜๊ณ  ์žˆ๋Š” ๋ชจ์–‘์ƒˆ ์ž…๋‹ˆ๋‹ค.

๊ทธ๋‚˜์ €๋‚˜ ์ด๋ ‡๊ฒŒ Meta๊ฐ€ ์‚ด์•„๋‚ ์ง€ ๋ˆ„๊ฐ€ ์ƒ๊ฐ์„ ํ–ˆ๊ฒ ์Šต๋‹ˆ๊นŒโ€ฆ.





PART 2. ์ „๋ ฅ์‚ฐ์—… ๋™ํ–ฅ


Californiaโ€™s electricity duck curve is deepening


๊ธฐ์‚ฌ๋งํฌ


์‚ฌ์‹ค ๋ช‡ ์ฃผ์ „์— ์ด ๊ธฐ์‚ฌ๋ฅผ EIA์—์„œ ๋ณด๊ณ  ๊ณต์œ ๋“œ๋ฆด๋ ค๊ณ  ํ–ˆ๋Š”๋ฐ ๋‹ค์‹œ ์ฐพ์œผ๋ ค๋‹ˆ ์ฐพ์ง€ ๋ชปํ•ด ์•„์‰ฌ์›Œํ–ˆ์—ˆ๋Š”๋ฐ ๋‹คํ–‰ํžˆ ๋‹ค๋ฅธ ๊ณณ์—์„œ ๊ธฐ์‚ฌํ™” ํ•ด ์ฃผ์–ด ๊ณต์œ  ํ•ฉ๋‹ˆ๋‹ค.

๋Š˜ ์ด์•ผ๊ธฐ ํ•˜๋“ฏ ์บ˜๋ฆฌํฌ๋‹ˆ์•„์— ์žฌ์ƒ์ „๋ ฅ์˜ ํ™•๋Œ€๋กœ Duck curve๊ฐ€ ์ ์  ์‹ฌํ™”๋˜๊ณ  ์žˆ๋‹ค๋Š” ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค.

์•„๋ž˜ ๋ณด์‹œ๋Š” ๊ฒƒ๊ณผ ๊ฐ™์ด 2021๋…„ ์ดํ›„ ๋‚ฎ์‹œ๊ฐ„์—๋Š” ๊ธฐ์ €๋ถ€ํ•˜๊ฐ€ ํ•„์š”์—†์„ ์ •๋„๋กœ ์žฌ์ƒ์—๋„ˆ์ง€์˜ ๋น„์ค‘์ด ๋†’์•„์กŒ์Šต๋‹ˆ๋‹ค.

๊ธฐ์ €๋ถ€ํ•˜, ๊ทธ๋ฆฌ๋“œ ๊ด€์„ฑ ๋“ฑ์˜ ํ‘œํ˜„์ด ์ด์ œ ์กฐ๊ธˆ๋งŒ ๋” ์ง€๋‚˜๋ฉด ์˜›๋‚  ์˜›์  ์ด์•ผ๊ธฐ๊ฐ€ ๋˜์–ด ๋ฒ„๋ฆด ํŒ์ž…๋‹ˆ๋‹ค.



โ€œ10๋…„ ๋งŒ์˜ ๋Œ€๊ธฐ๋กโ€โ€ฆํ•œํ™”ํ์…€, ็พŽ ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ โ€˜์—ญ๋Œ€ ์ตœ๋Œ€ ์ ์œ ์œจโ€™


๊ธฐ์‚ฌ๋งํฌ


๊ฒฝ์Ÿ์‚ฌ(?)์ด๊ธด ํ•˜์ง€๋งŒ ํ•œ๊ตญ ํƒœ์–‘๊ด‘ ์ œ์กฐ๊ธฐ์—…์ธ ํ•œํ™” ํ์…€ ์†Œ์‹์ž…๋‹ˆ๋‹ค.

๋ฏธ๊ตญ๋‚ด ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ์ตœ๋Œ€ ์ ์œ ์œจ์„ ๊ธฐ๋กํ–ˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค. IRA์™€ ๋ฏธ์ค‘ ๋ฌด์—ญ๊ฐˆ๋“ฑ, ๊ทธ๋ฆฌ๊ณ  ๋ฏธ๊ตญ ํƒœ์–‘๊ด‘ ์‹œ์žฅ์˜ ํญ๋ฐœ์  ์„ฑ์žฅ 3๋ฐ•์ž๊ฐ€ ์ž˜ ๋งž์•„๋–จ์–ด์ง„ ๊ฒฐ๊ณผ์ž…๋‹ˆ๋‹ค.

ํ™˜๊ฒฝ์ด ์ข‹์•˜๋‹คํ•ด๋„ ๊ธฐ์ˆ ๋ ฅ์ด ์–ด๋А์ •๋„ ์ธ์ •๋ฐ›์•˜๊ธฐ ๋•Œ๋ฌธ์ด๊ธฐ๋„ ํ•ฉ๋‹ˆ๋‹ค.

๊ตญ๋‚ด์—์„œ๋Š” ํƒœ์–‘๊ด‘ ๋ฐœ์ „์ด ์ค‘๊ตญ์ œํ’ˆ์— ์น˜์ด๊ณ  ์ •์น˜์ ์ธ ์ด์Šˆ์— ๋ฐ€๋ ค ๊ณ ์‚ฌ ์ง์ „์ธ ์ƒํ™ฉ์—์„œ ๊ณ ๋ฌด์ ์ธ ์†Œ์‹์ž…๋‹ˆ๋‹ค.

๋ฏธ๊ตญ์‹œ์žฅ์—์„œ ๋ฐœ์ „ ๊ธฐ์ž์žฌ๋กœ ์‹œ์žฅ ์ ์œ ์œจ 1๋“ฑ์„ ํ•  ์ค„์ด์•ผโ€ฆ ์ฐธ ๋ถ€๋Ÿฝ๊ธฐ๋„ ํ•˜๊ณ , ๋Œ€๋‹จํ•˜๋‹ค๋Š” ์ƒ๊ฐ์ด ๋“ญ๋‹ˆ๋‹ค.



์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ์ •์ฑ… ์ „๋ฉด ์žฌ๊ฒ€ํ† โ€ฆRPS ๊ฐœํŽธยท์†Œํ˜•ํƒœ์–‘๊ด‘ ์šฐ๋Œ€ ์ข…๋ฃŒ


.

๊ธฐ์‚ฌ๋งํฌ


์‚ฐ์—…ํ†ต์ƒ์ž์›๋ถ€๋Š” ์—๋„ˆ์ง€ ๋ฐœ์ „๋‹จ๊ฐ€๋ฅผ ๋†’๊ฒŒ ์ณ์ฃผ๋Š” ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ๊ณต๊ธ‰์˜๋ฌดํ™”์ œ๋„(RPS)๋ฅผ ์ˆ˜์ •ํ•˜๊ณ  ๋†๋ฏผยทํ˜‘๋™์กฐํ•ฉ์— ํ˜œํƒ์„ ์ฃผ๋˜ ์†Œํ˜•ํƒœ์–‘๊ด‘๊ณ ์ •๊ฐ€๊ฒฉ๊ณ„์•ฝ(FIT)์„ ์ข…๋ฃŒ์‹œํ‚ฌ ๊ณ„ํš์ด๋ผ๋Š” ์†Œ์‹์ž…๋‹ˆ๋‹ค.

์‚ฐ์—…๋ถ€๋Š” ์†Œํ˜•ํƒœ์–‘๊ด‘์— ๋Œ€ํ•ด 20๋…„๊ฐ„ ์ž…์ฐฐ๊ฒฝ์Ÿ ์—†์ด ๊ณ ์ •๊ฐ€๊ฒฉ์œผ๋กœ ๋งค์ž…ํ•ด์ฃผ๋Š” ์šฐ๋Œ€์ œ๋„ FIT ๋•Œ๋ฌธ์— ์†Œ๊ทœ๋ชจ ํƒœ์–‘๊ด‘์ด ๊ธ‰์†๋„๋กœ ํ™•๋Œ€๋˜๋ฉฐ ๊ณ„ํ†ต์ˆ˜๊ธ‰ ๋ฌธ์ œ๊ฐ€ ๋ฐœ์ƒํ–ˆ๋‹ค๊ณ  ๋ณด์•˜๊ณ , FIT ์ข…๋ฃŒ๋ฅผ ์œ„ํ•œ ์˜๊ฒฌ์ˆ˜๋ ด ์ ˆ์ฐจ๋ฅผ ์ง„ํ–‰ํ•  ์˜ˆ์ •์ด๋ผ ํ•ฉ๋‹ˆ๋‹ค.

๋˜ํ•œ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐœ์ „์‚ฌ์—… ์„ค์น˜๋น„๋ฅผ ๊ณ ๋ คํ•ด ์ „๋ ฅ๋„๋งค๊ฐ€๊ฒฉ(SMP)๊ณผ ์—๋„ˆ์ง€๊ณต๊ธ‰์ธ์ฆ์„œ(REC) ๊ฐ€๊ฒฉ์„ ๋”ํ•ด ๋ณด์ƒํ•ด์ฃผ๋Š” RPS ์ œ๋„๋ฅผ ์žฌ๊ฒ€ํ† ํ•˜๊ณ , ์žฌ์ƒ์—๋„ˆ์ง€ ์ž…์ฐฐ์‹œ์žฅ์„ ํ†ตํ•ด ์ ์ ˆํ•œ ๊ฐ€๊ฒฉ์„ ๋งค๊ธฐ๋Š” ๋ฐฉ์•ˆ์„ ๋งˆ๋ จ ์ค‘์ด๋ผ๋Š” ๋‚ด์šฉ๋„ ํฌํ•จ๋˜์–ด ์žˆ์Šต๋‹ˆ๋‹ค.

์•„์šธ๋Ÿฌ ํ–ฅํ›„ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ์ •์ฑ…ํ˜์‹  TF ํšŒ์˜์—์„œ ๋ถ€์ • ์ฒญํƒ ๋ฐฉ์ง€ ์กฐ์น˜, ์—๋„ˆ์ง€ ์œ ๊ด€๊ธฐ๊ด€ ์ข…์‚ฌ์ž์˜ ํƒœ์–‘๊ด‘ ์‚ฌ์—… ๊ธˆ์ง€ ๋ฐฉ์•ˆ ๋“ฑ์„ ๋…ผ์˜ํ•˜๊ณ  ์ˆ˜์ฒœ์–ต ์› ๊ทœ๋ชจ์˜ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ์˜ˆ์‚ฐ์ง€์› ์‚ฌ์—…๋“ค์„ ์ „๋ฉด ์ ๊ฒ€ํ•  ์˜ˆ์ •์ด๋ผ๊ณ  ํ•ฉ๋‹ˆ๋‹ค.





PART 3. ์ „๋ ฅ์‹œ์žฅ


Wordcloud for Energy



์ „๋ ฅ๊ณ„ํ†ต

2023๋…„ 7์›” 5์ผ ์ ์šฉ ๋ฐœ์ „์„ค๋น„ ์šฉ๋Ÿ‰๋ณ€๊ฒฝ

<๋ณ€๋™๋‚ด์—ญ>

  • ์ค‘์•™๊ธ‰์ „๋ฐœ์ „๊ธฐ : ์—ฌ์ฃผ๋ณตํ•ฉCC ์‹ ์„ค[+1,025.4MW]
  • ๋น„์ค‘์•™๊ธ‰์ „๋ฐœ์ „๊ธฐ : ์žญ์•คํŠธ๋ฆฌํƒœ์–‘๊ด‘ ์‹ ์„ค ๋“ฑ[+3.2MW]


best regards,
J.H



Industry News?
๋งค์ฃผ ๋ฐ์ดํ„ฐ ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ, ์ „๋ ฅ์‚ฐ์—…์˜ ์ƒˆ๋กœ์šด ์†Œ์‹๊ณผ ์‚ฐ์—…๊ณ„ ๋™ํ–ฅ์„ ๊ณต์œ ํ•˜๋Š” ๋‰ด์Šค๋ ˆํ„ฐ์ž…๋‹ˆ๋‹ค.
Feedback์€ ์–ธ์ œ๋ผ๋„ ํ™˜์˜ํ•ฉ๋‹ˆ๋‹ค.
๐Ÿ“ซ junho.ahn@doosan.com



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